See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,144 | $87,733-56.5% | $106,548-64.2% | $85,850-55.6% |
| Participation rate | 85.7% | 71.9%+13.8pp | 76.1%+9.6pp | 69.3%+16.4pp |
| Annual return | 16.56% | 21.86%-5.3pp | 26.80%-10.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,686 | $2,073-18.7% | $2,819-40.2% | $2,565-34.3% |
| Participant deferral / active EE | $3,281 | $3,469-5.4% | $4,398-25.4% | $3,952-17.0% |
| Admin fee / account holder | $1,058 | $6,767-84.4% | $7,407-85.7% | $6,260-83.1% |